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DTSTART;TZID=America/Kentucky/Louisville:20260310T113000
DTEND;TZID=America/Kentucky/Louisville:20260310T123000
DTSTAMP:20251113T152706Z
CREATED:20251113T152608Z
LAST-MODIFIED:20251113T152706Z
UID:9856-1773142200-1773145800@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-mar-2026/
CATEGORIES:New Member Welcome Call
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260303T130000
DTEND;TZID=America/Kentucky/Louisville:20260303T140000
DTSTAMP:20260204T192614Z
CREATED:20260203T164320Z
LAST-MODIFIED:20260204T192614Z
UID:10174-1772542800-1772546400@accountingmarketing.org
SUMMARY:AAM High! Webinar: How Top-Performing Firms Win: Lessons from the 2026 Remarkabrand Martech Report for Accounting Firms
DESCRIPTION:In the fast-moving digital landscape\, accounting firms often find themselves caught in a cycle of acquiring new tools without ever fully mastering them. The 2026 Remarkabrand Martech Report for Accounting Firms gives you an in-depth exploration of the latest industry data to see how accounting firms of all sizes\, from micro-practices to enterprise organizations\, are building their digital foundations. We will move past the hype of “new” tech and focus on the high-impact adjustments that drive firm growth and a better client experience. \nSpeakers \n \nSam Pagel  \nSam leads video production and brand storytelling at Resound\, helping accounting firms communicate their identity authentically through strategic visual content. He worked alongside Resound for over 6 years before officially joining forces. When he’s not behind the camera or in the editing bay\, Sam is embarking on adventures with his wife\, Ashley\, and their three little kiddos. \n  \n  \nCameron Roberts \nCameron supports business development and marketing strategy at Resound\, specializing in LinkedIn Sales Navigator outreach\, CRM optimization\, and helping accounting firms build stronger client relationships through strategic digital marketing. Outside of work\, you’ll likely find Cam drinking specialty coffee or watching a Premier League game. \n  \n  \nJason Hendrix \nJason is a strategic\, data-driven leader with nearly two decades of experience in digital marketing and communications. He specializes in managing technology stacks\, advanced analytics\, and integrating AI to enhance operational efficiency across professional services organizations. Outside of work\, he’s likely in “build mode” with his children\, creating their own episode of LEGO Masters with a collection topping 400\,000+ bricks.
URL:https://accountingmarketing.org/event/aam-high-webinar-how-top-performing-firms-win-lessons-from-the-2026-remarkabrand-martech-report-for-accounting-firms/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260226T130000
DTEND;TZID=America/Kentucky/Louisville:20260226T140000
DTSTAMP:20260203T164644Z
CREATED:20260203T164644Z
LAST-MODIFIED:20260203T164644Z
UID:10176-1772110800-1772114400@accountingmarketing.org
SUMMARY:AAM High! Webinar: The 60% Problem with Your Website: How AI is Impacting Your Web Traffic and What to Do About It
DESCRIPTION:It’s estimated that 60% of Google searches no longer result in clicks to a website\, thanks to the growing role of AI search. From AI snippets snagging prime Google real estate to users using ChatGPT\, Gemini\, and other gen-AI platforms to ask questions\, marketers have a dilemma: embrace and adapt to AI search or continue to lose organic traffic. Because this isn’t really a choice\, marketers must choose how to incorporate AI into their digital strategy. But where to start? This AAM High! webinar will lead attendees through the following core topics:\n\nUnderstanding the differences between traditional search and AI search\nApplying AI search to the new and improved (is it really though?) Google search model (and what that looks like on the website)\nOptimizing for AI search through tactics like user intent\, question-based terms\, content structure\, and more\nLeveraging AI to make content development easier and more efficient\n\nBrian will break down the technical jargon so attendees leave knowing what they can do to upgrade their existing website\, no large-scale redesign required. \n\nSpeaker \nBrian Swanson | Chief SEO Strategist\, Flashpoint Marketing \nBrian started his career in accounting marketing in 1998\, gaining experience in consulting and in-house accounting marketing before founding FlashPoint\, an SEO and digital marketing agency\, in 2011. Since that time\, Brian has been a featured speaker and thought leader in the profession on web development\, UX optimization\, and SEO. The combination of his technical knowledge and practical experience have made him the “go to” consultant for firms seeking to transform their website into a lead generation tool. Brian served on the Board of Directors for AAM from 2014-2018\, the Chair of the Website Committee and in several other volunteer roles. He was a contributor to AAM’s SEO certification course and regularly speaks to accounting associations about SEO and GEO. \nBrian has a unique perspective gained from working with over 30 firms at different points in the digital marketing journey. This gives me the opportunity to meet marketers where they are and offer practical guidance on how to move efforts forward. More importantly\, recent presentations at prior Summits have been well rated and praised for it’s flow\, informal and engaging style\, and quick-witted presentations. Ultimately\, he is able to provide the “facts” but adapt to different firm’s environments to help marketers find a way to success. \nOutside of work\, Brian enjoys travelling and has visited over 32 countries. When not travelling he enjoys volunteering within the community and go on regular runs.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-60-problem-with-your-website-how-ai-is-impacting-your-web-traffic-and-what-to-do-about-it/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260211T130000
DTEND;TZID=America/Kentucky/Louisville:20260211T140000
DTSTAMP:20260116T164929Z
CREATED:20260116T164929Z
LAST-MODIFIED:20260116T164929Z
UID:10095-1770814800-1770818400@accountingmarketing.org
SUMMARY:AAM High Webinar: Smarter Growth Through Client-Centric Collaboration
DESCRIPTION:Clients don’t want a pitch; they want to feel understood. This session shows how marketing and BD can partner to create personalized approaches that resonate with decision-makers and drive growth. Through examples and practical steps\, we’ll explore how to use data\, insights\, and collaboration to build trust and deliver value. \nLearning Objectives: \n\nPersonalize with purpose: why tailored outreach wins more trust than generic messaging.\nCollaborate in practice: examples of marketing + BD teaming up on proposals\, outreach\, and events.\nTurn insights into action: converting data and intel into engagement that matters to clients.\n\nSpeakers \nJosh Woods | Director of Practice Growth\, Lane Gorman Trubitt\, LLC \nJosh is a growth-focused leader and trusted advisor at LGT\, where he brings more than 25 years of experience in business development and marketing to cultivate strong client relationships and expand the firm’s reach. He is adept at developing and executing targeted marketing campaigns that not only attract new clients but also strengthen relationships with existing ones\, contributing to the firm’s consistent year-over-year growth. His skills span marketing strategy\, content marketing\, brand management\, and social media marketing\, all informed by data-driven insights from project management and big data analytics. \nA veteran of the U.S. Air Force Reserve and former board member of the Texas Healthcare Advisory Council\, Josh brings a unique blend of leadership experience and business acumen to LGT. He is committed to fostering a culture of client service excellence and driving sustainable growth for the firm. His ability to connect with clients on a personal level has been instrumental in building long-term partnerships and driving repeat business. \n\nAlex Salvo | Business Development Director\, Lane Gorman Trubitt\, LLC \nAlex is a Texas-based business development leader with 11 years of experience in professional services\, working with business owners and executives during periods of growth\, complexity\, and change. She is especially passionate about supporting local\, owner-led Texas businesses and strengthening the communities they’re built in. She currently serves in business development for a 75-year-old\, Dallas-based CPA firm\, Lane Gorman Trubitt\, where she partners with companies navigating audit\, tax\, and accounting consulting needs. \nHer business development approach is simple and maybe old-school: show up\, be useful\, be curious\, tell the truth\, provide value before there’s ever an ask (and most importantly)\, see it through. While sales is often treated as an individual contributor role\, Alex believes real growth happens through collaboration\, and that tight alignment between business development and marketing is one of the most powerful and underestimated assets inside a firm. That mindset has made her a trusted partner to business owners across industries. \n 
URL:https://accountingmarketing.org/event/aam-high-webinar-smarter-growth-through-client-centric-collaboration/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260203T140000
DTEND;TZID=America/Kentucky/Louisville:20260203T150000
DTSTAMP:20251218T210731Z
CREATED:20251218T210731Z
LAST-MODIFIED:20251218T210731Z
UID:9990-1770127200-1770130800@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Thinking About AI Through a DEI Lens
DESCRIPTION:AI is transforming how marketing content gets created and who it includes. In a year when regulators\, boards\, and audiences are all rethinking DEI\, marketers are uniquely positioned to use AI as a force for inclusion rather than risk. \nIn this session\, you’ll explore how AI tools can uncover hidden bias and help you write copy that’s both compliant and inclusive. We’ll walk through what’s changed in the past year from a regulation perspective and how these developments are reshaping marketing language\, ethics\, and accountability. \nThen we’ll run an AI/DEI audit using a custom GPT that scans your marketing content for bias\, accessibility gaps\, and exclusionary phrasing. We’ll test real firm examples and experiment with a ready-made prompts list to find improvement areas. And we’ll talk about what word you should swap out and what words to keep in your toolkit. \nWhether you’re reviewing an ad\, job post\,or thought-leadership article\, you’ll leave knowing how to make what you do more inclusive of your target market\, using AI to strengthen both your messaging and your firm’s brand integrity. \nKey takeaways:\n1. A custom GPT and practical prompts and to detect and correct bias.\n2. A “Words to Watch” list and inclusive rewrite examples to make every message more welcoming.\n3. Use AI to DEI-proof marketing collateral \n  \nSpeakers \nKatie Tolin | Co-Founder\, XcelLabs \nKatie Tolin is the co-founder of XcelLabs\, an AI-first technology\, training\, and coaching company\, where she’s helping transform the accounting profession by elevating advisory skills and preparing accountants to lead in an AI-first world. She is also the founder of CPA Growth Guides\, where she serves as a consultant and outsourced chief growth officer\, helping firms turn strategy into action across marketing\, business development\, product innovation\, and client experience. A former in-house marketing leader\, Katie has built a career developing data-driven\, innovative programs that move firms forward. She is a former Accounting Marketer of the Year\, one of the Top 100 Most Influential People in Public Accounting\, and one of the Most Powerful Women in Accounting. She’s also a Hall of Fame inductee and past president of the Association for Accounting Marketing. \n  \nDr. Rachel Anevski | CEO & Founder\, Matters of Management \nDr. Rachel Anevski\, SHRM-CP\, PHR\, is a nationally recognized advisor\, speaker\, and writer working at the intersection of Human Resources\, Marketing\, and Organizational Leadership. As the CEO and Founder of Matters of Management\, she helps public accounting firms and professional services organizations strengthen their employer brand\, evolve leadership capabilities\, and build people-centric systems that improve both retention and revenue.
URL:https://accountingmarketing.org/event/aam-dei-webinar-thinking-about-ai-through-a-dei-lens/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260121T140000
DTEND;TZID=America/Kentucky/Louisville:20260121T150000
DTSTAMP:20251216T150117Z
CREATED:20251216T145700Z
LAST-MODIFIED:20251216T150117Z
UID:9938-1769004000-1769007600@accountingmarketing.org
SUMMARY:Virtual Campfire: Passing the Torch: Guiding Firms Through Leadership Change
DESCRIPTION:Aging partnership models and shifting talent expectations have made smooth leadership transitions more critical than ever. In this session\, we’ll explore how marketers can support succession planning by shaping narratives\, managing internal communications\, and helping firms navigate the human side of change. Join us to discuss real examples\, smart do’s/don’ts\, and the role marketing can play in continuity and confidence. \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-passing-the-torch-guiding-firms-through-leadership-change/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20260113T113000
DTEND;TZID=America/Kentucky/Louisville:20260113T123000
DTSTAMP:20251113T152458Z
CREATED:20251113T152203Z
LAST-MODIFIED:20251113T152458Z
UID:9854-1768303800-1768307400@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-jan-2026/
CATEGORIES:New Member Welcome Call
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251203T110000
DTEND;TZID=America/Kentucky/Louisville:20251203T120000
DTSTAMP:20251110T195500Z
CREATED:20251110T195500Z
LAST-MODIFIED:20251110T195500Z
UID:9831-1764759600-1764763200@accountingmarketing.org
SUMMARY:AAM Panel Discussion: From Tax Law to Top Line: How Firms Are Turning the One Big Beautiful Bill into Revenue
DESCRIPTION:Think you missed the boat on the One Big Beautiful Bill Act? Think again. Some firms have quietly turned this legislation into a powerful client growth engine\, and it’s not too late to follow their lead. In this session\, we’ll show how marketers are helping their firms move beyond “technical update” mode to build campaigns\, train teams\, mine data and create sales enablement. You’ll hear what’s working\, what’s next and how to keep the momentum going long after the headlines fade. Because when you know how to position it\, you can turn legislation into potential revenue. \nAttendees will get:\n·       Real examples of how firms are using OBBBA to spark conversations and drive new work.\n·       Tips for building confidence and alignment so partners actually follow up on leads.\n·       Ways to use industry segmentation and data triggers help turn complex policy into clear client value.\n·       Ideas for prepping your team to sell OBBBA and other tax legislation services. \nPanelists \nKelsey Brewer\, McGuire Sponsel \nSarah Dobek\, Inovautus Consulting \nLindsay Sherrill\, Schneider Downs & Co. \nModerated by: Katie Tolin\, CPA Growth Guides
URL:https://accountingmarketing.org/event/aam-panel-discussion-from-tax-law-to-top-line-how-firms-are-turning-the-one-big-beautiful-bill-into-revenue/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251113T120000
DTEND;TZID=America/Kentucky/Louisville:20251113T130000
DTSTAMP:20251010T150710Z
CREATED:20251010T150710Z
LAST-MODIFIED:20251010T150710Z
UID:9772-1763035200-1763038800@accountingmarketing.org
SUMMARY:2025 AAM State of the Association Town Hall
DESCRIPTION:Join us for the State of the Association Town Hall\, where AAM leadership will share key accomplishments from the past year and the vision guiding our future. Don’t miss this opportunity to stay informed\, inspired\, and connected to the direction of your professional community. \nAgenda \nWelcome and State of the Association – Rhonda Clark\, AAM Executive Director\n2024 Achievements – Laura Metz\, AAM President\nFinance Update – Luke LaChance\, AAM Treasurer\nFuture of AAM – Brunella Reid\, AAM President-Elect \nThe Town Hall will conclude with a Q&A session. Questions will be accepted in advance. Please send your questions to info@accountingmarketing.org by Friday\, November 7.
URL:https://accountingmarketing.org/event/2025-aam-state-of-the-association-town-hall/
CATEGORIES:Virtual
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251111T113000
DTEND;TZID=America/Kentucky/Louisville:20251111T123000
DTSTAMP:20250113T192955Z
CREATED:20250113T192916Z
LAST-MODIFIED:20250113T192955Z
UID:8922-1762860600-1762864200@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-nov-2025/
CATEGORIES:New Member Welcome Call
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/New-Member-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251106T130000
DTEND;TZID=America/Kentucky/Louisville:20251106T140000
DTSTAMP:20250930T201306Z
CREATED:20250924T133002Z
LAST-MODIFIED:20250930T201306Z
UID:9725-1762434000-1762437600@accountingmarketing.org
SUMMARY:AAM High! Webinar: The Strategist’s Playbook: Marketing Skills That Win the C-Suite
DESCRIPTION:Tired of being seen as “just marketing”? Marketing leaders are uniquely positioned to shape the growth and direction of accounting firms. \nThis session will show you how to position yourself as a trusted advisor to the C-suite. We’ll explore how to elevate your role from tactical execution to strategic leadership. You’ll learn practical ways to translate marketing skills into firm-wide growth strategies\, leverage data as your power tool\, and build the trust needed to influence at the highest levels of leadership. \nSpeakers \nMari-Anne Kehler\, CDP\, serves on GHJ’s Executive Committee and leads the firm’s business strategy\, overseeing business development\, marketing and brand. She also serves as Strategist for the GHJ Foundation\, the Firm’s platform for community-focused giving and social impact. \nMari-Anne brings more than 30 years of experience helping organizations grow with purpose. Known for her ability to translate vision into action\, she draws on deep expertise in strategic planning\, collaboration\, innovation and executive coaching. Her work spans professional services\, finance\, consumer brands\, and the media and entertainment industries. \nA passionate advocate for diversity\, equity\, inclusion and accessibility (DEIA)\, Mari-Anne is a Certified Diversity Professional (CDP)\, credentialed by the National Diversity Council through Emory University. She integrates inclusive leadership into every facet of her work\, driving not only growth but belonging and long-term impact. \nShe has been recognized by industry peers and media outlets for her leadership and contributions. The Los Angeles Times named her a Visionary Honoree in its DEIA Magazine. She was a finalist for the Inspirational Women in Business Awards\, a two-time nominee for the Los Angeles Business Journal Women’s Leadership Awards and a recipient of LABJ’s Most Influential Marketer recognition. She was also honored with the CMO Club’s CMO Transformation Award for leading firmwide brand evolution beyond the marketing department. \nBefore joining GHJ in 2015\, Mari-Anne held senior roles at global organizations. At a Big Four firm\, she served as a national Managing Director\, overseeing National Tax and Pacific Southwest marketing and business development and earning accolades as a top-rated facilitator at the Firm’s global training program. She also led West Coast marketing for a Nestlé division\, began her career on Wall Street at Morgan Stanley\, and held strategic leadership roles at Bertelsmann Entertainment and Grey Direct. \nMari-Anne’s nonprofit work centers on leadership development\, strategic advising and advocacy. She has served on numerous nonprofit boards supporting children\, education and the disability community\, and currently serves on the Board of the Autism Society of Los Angeles. For over two decades\, she has mentored families and professionals navigating the transition to adulthood for individuals with disabilities; work deeply informed by her lived experience as the mother of an adult son with autism. \nShe is currently pursuing a Master of Divinity degree with a focus on spiritual caregiving. Her studies enrich her approach to leadership by deepening her understanding of how people find meaning\, healing\, and connection in the face of change and challenge. \nMari-Anne is a frequent speaker at universities and conferences on inclusive leadership\, disability advocacy\, brand strategy and sustainable business growth. Her first book\, Putting the Profit in Nonprofit\, was a #1 e-book bestseller on Amazon. Her second book\, The Art of Growing Your Business: A Comprehensive Guide for Professional Services Firms\, is set for publication in 2026 and offers a practical roadmap for sustainable growth\, client-centric strategy and purpose-driven leadership within the professional services industry.
URL:https://accountingmarketing.org/event/aam-high-webinar-the-strategists-playbook-marketing-skills-that-win-the-c-suite/
CATEGORIES:AAM High Webinar
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251023T130000
DTEND;TZID=America/Kentucky/Louisville:20251023T143000
DTSTAMP:20251014T194129Z
CREATED:20250902T184224Z
LAST-MODIFIED:20251014T194129Z
UID:9664-1761224400-1761229800@accountingmarketing.org
SUMMARY:Learning Lab: Creating Better Videos: Video Production for Any Skill Level
DESCRIPTION:Course Overview \nTake your video skills to the next level. We’ll start with a quick refresher on the essentials – framing\, lighting\, and audio – before diving into practical ways to elevate your content from writing your script to using beginner-friendly editing tools like Canva and advanced editing tools like Adobe Premiere Pro. \nThrough live editing demonstrations\, you’ll see how to transform raw footage into polished stories that resonate with your audience. We’ll also share Blue & Co.’s proven best practices for editing efficiently\, maintaining brand consistency\, and optimizing video for multiple platforms. \nMost importantly\, you’ll discover how video can strengthen your marketing strategy\, resulting in boosted engagement\, improved SEO\, and a stronger connection with your audience. \nWhat you will gain:\n\nGain confidence using beginner and advanced editing tools to create polished\, professional-quality videos.\nLearn best practices for editing efficiently\, maintaining brand consistency\, and preparing content for multiple platforms.\nUnderstand how to leverage video strategically to increase engagement and improve SEO performance.\n\nSpeakers \nSam Crist \nSam Crist is fueled by a passion for problem-solving\, creative storytelling\, and the strategic impact of marketing. With expertise in multi-channel campaigns\, digital innovation\, and team leadership\, she has guided organizations through growth\, change\, and new opportunities. Her experience spans leading marketing efforts during mergers\, developing content that drives revenue\, and implementing technology solutions – all with a balance of vision and hands-on execution to achieve measurable results. In addition\, Sam contributes thought leadership to the profession as a regular content publisher through AAM’s Minute Committee. \n  \nRyan McClain \nRyan McClain is the Video Marketing Manager at Blue & Co.\, LLC\, where he brings more than five years of video marketing and television experience to the firm. His work has earned recognition both inside and outside the profession – he is a five-time Emmy nominee and one-time winner\, and in his first year at Blue\, he received an AAM Marketing Achievement Award in the Video/Media category. \nA graduate of Ball State University’s School of Media\, Ryan has built his career around the power of visual storytelling. He is a strong advocate for incorporating video and audio into every facet of marketing to connect more effectively with audiences.
URL:https://accountingmarketing.org/event/learning-lab-creating-better-videos-video-production-for-any-skill-level/
CATEGORIES:Training
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END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251015T140000
DTEND;TZID=America/Kentucky/Louisville:20251015T144500
DTSTAMP:20250910T143259Z
CREATED:20250110T164218Z
LAST-MODIFIED:20250910T143259Z
UID:8904-1760536800-1760539500@accountingmarketing.org
SUMMARY:Virtual Campfire: CX: Client Feedback
DESCRIPTION:Ready to turn client feedback into your secret weapon? Join our lively roundtable where we’ll uncover the art of gathering\, analyzing\, and acting on client insights. Learn how to transform feedback into actionable strategies that drive client satisfaction and business growth. This session promises to be dynamic and interactive\, perfect for marketing pros eager to elevate their client relationships. Don’t miss out on this chance to spice up your approach and share your experiences with fellow CX innovators! \nSMEs \nJennifer Carro – Director of Client Experience & Insight Strategy\, CBIZ \nAs the Director of Client Experience & Insight Strategy at CBIZ\, Jennifer heads the organization’s client experience program and market intelligence efforts. She has successfully launched sustainable CX initiatives for professional services firms by capturing actionable client insights\, applying innovative service approaches and fueling client-centric transformation. For more than a decade\, Jen has worked in collaboration with\, and served as a resource to\, business leaders in the development and execution of client retention activities and growth strategies. She has a passion for developing high quality service delivery that enables revenue growth and fuels strong client relationships. \n  \n  \nEric Greg – Founder\, ClearlyRated \nEric Gregg is the founder of ClearlyRated and a nationally recognized strategist on client and employee experience in professional services. With more than 20 years of research expertise\, Eric and his team have analyzed over 7 million surveys to uncover what drives engagement and loyalty across leading accounting\, legal\, recruiting\, and insurance firms. \nThrough ClearlyRated\, Eric created the Best of Accounting® program\, which transforms client and employee feedback into verified ratings and testimonials—setting the industry benchmark for service excellence and helping top firms in North America stand out. He holds an MBA from the University of Virginia’s Darden School of Business and a B.S. in Marketing with a Statistics minor from Montana State University. \nOutside of work\, Eric is passionate about family\, the outdoors\, and adventure—spending his free time hiking\, camping\, and cycling with his two spirited children. \n  \n  \nFacilitators \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-cx-client-feedback/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20251001T110000
DTEND;TZID=America/Kentucky/Louisville:20251001T120000
DTSTAMP:20250923T121425Z
CREATED:20250903T154817Z
LAST-MODIFIED:20250923T121425Z
UID:9667-1759316400-1759320000@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Plan to Pipeline: How BD and Marketing Teams Build and Execute Growth Together
DESCRIPTION:Growth doesn’t happen by accident. It takes intention\, alignment\, and execution. In this practical\, one-hour session\, growth and marketing leaders will walk through what it really takes to build and carry out a firmwide growth strategy. Whether you’re in a dedicated BD or marketing role\, or juggling both\, you’ll gain real-world insight into how the two functions can work in sync to identify the right opportunities\, build relationships\, and drive results. You’ll walk away with clarity on who owns what\, where teams need to collaborate\, and how to turn strategy into impact.\n\nLearning Objectives: \n\nTurn firm growth goals into a clear\, actionable strategy with inputs from both marketing and business development.\nDefine shared roles and responsibilities that make collaboration smoother and execution more consistent.\nSee how joint planning\, from targeting to outreach to follow-up\, makes campaigns and other efforts more effective and easier to implement.\n\nSpeakers \nKristen Lollar | Chief Marketing Officer\, Whitley Penn \nFor more than 25 years\, Kristen Lollar has served as a communications and marketing professional in the Dallas-Fort Worth market. She is the Chief Marketing Officer for Whitley Penn\, a full-service public accounting and advisory firm. Kristen has been with the firm since 2012 and has played an integral role in overall growth and success. Kristen serves as an advisor for the firm’s NextGen Council\, a group of young leaders within the firm which strives to bring new ideas for advancement and efficiency to the firm and has been at the forefront of many firmwide achievements. In addition\, Kristen previously served on the firm’s Innovation Council and as a Growth Champion. \nKristen has developed a strong network through her involvement in the Association for Accounting Marketing (AAM). She is an active member in the organization’s Major Firms Growth group\, was an inaugural member of the AAM Diversity Equity & Inclusion Committee and obtained a certification in Business Development Fundamentals from AAM. Kristen is a member of the Advisory Board for the Boomer Consulting Marketing Circle and serves on the North America Marketing and Business Development Committee for HLB International. \nIn the community\, Kristen serves as Chair of the Executive Board of Directors for the Plano Chamber of Commerce and previously served as a mentor through the American Marketing Association’s DFW Mentor Program for young professionals. Kristen also serves on the Philanthropy Cabinet for Texas Health Resources Plano Hospital. \nKristen is a graduate of Texas Tech University where she earned a B.A. in Public Relations and a minor in Music. She is a member of the Texas Tech Alumni Association and previously served as a Dallas Chapter Board Member and former President of the Dallas Chapter. Kristen also serves on the National Advisory Board for the Texas Tech University College for Media and Communications (CoMC) and was recently recognized as an Outstanding Alumni from the CoMC. \n  \n \nDanielle Reynolds | Business Development Manager\, Whitley Penn \n\nDanielle Reynolds has been with Whitley Penn for nine years\, where she leads as the Business Development Manager. She focuses in identifying new opportunities and cultivating meaningful relationships that drive the firm’s growth. With a strategic mindset and a genuine approach to connection-building\, Danielle transforms prospects into enduring partnerships. Danielle’s strength in networking and expanding the firm’s reach reflects her dedication to driving meaningful\, long-term growth. \nDanielle is deeply committed to both personal and professional growth. She has supported the firm’s emerging leaders through internal training sessions and presentations. She also previously hosted Develop\, a podcast series where she led conversations on leadership\, career development\, and highlighted different service lines and offerings across the firm. Danielle is also highly active on LinkedIn\, where she shares insights and content related to business and professional development. She believes in the power of a strong personal brand and uses her platform to connect\, inform\, and inspire others in the business community. \nOutside of her role at Whitley Penn\, Danielle is involved in several community and professional organizations. She currently serves on the Junior Achievement of Dallas Board of Directors and has previously served on the board of Annie’s Place. She’s also engaged with Capital for Kids and is active with the Dallas Regional Chamber (DRC) through the Innovation Task Force and Education and Workforce Council. Danielle is a 2023 alum of the DRC Lead YP program\, a former member and Service Chair of the DRC Young Professionals Advisory Council. Danielle was also recognized as a People Newspapers 20 Under Forty honoree\, celebrating young professionals making an impact in both business and the community. She completed the Communities Foundation of Texas Emerging Leaders in Philanthropy program\, earned her Coaching Healthy Behaviors certificate from The Cooper Institute\, and received the Blue Zones Project Power 9 Ambassador of Excellence in Worksites award. \nDanielle received her BA in Public Relations and Health and Exercise Science and MS in Health Promotion from the University of Oklahoma.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-plan-to-pipeline-building-and-executing-a-firmwide-growth-strategy/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250924T130000
DTEND;TZID=America/Kentucky/Louisville:20250924T150000
DTSTAMP:20250808T155422Z
CREATED:20250808T155422Z
LAST-MODIFIED:20250808T155422Z
UID:9605-1758718800-1758726000@accountingmarketing.org
SUMMARY:AAM Learning Lab: Advanced Canva Hacks I Wish I Knew Sooner
DESCRIPTION:Course Overview \nThis advanced Canva course is designed to help participants enhance their design skills and utilize Canva’s advanced features to create professional and eye-catching designs. The course includes hands-on activities and practical applications to ensure participants can apply what they’ve learned immediately. \nThis course is important for marketers because it equips them with the skills to create professional\, consistent\, and visually appealing content that builds trust and credibility. By mastering advanced Canva tools\, they can streamline design processes\, customize branded visuals\, and produce engaging content for websites\, reports\, social media\, and client communications. With the increasing importance of digital marketing\, especially in professional services like accounting\, this course helps marketers stand out in a competitive market while maintaining brand integrity across all platforms. \nWhat you will gain: \n\nUnique Designs: Create professional\, customized visuals that reflect your brand and stand out from templates.\nFaster Workflow: Learn time-saving tips to speed up your design process.\nBetter Content: Design mobile-optimized and engaging social media content with advanced tools.\n\nAudience \n\nAAM members and non-members\nExperience level: intermediate for firms of all sizes\nHands-on practical application\n\nParticipants must have a paid Canva account and know their account login to participate in this fast-paced\, interactive session. Prior knowledge of the software is a must. The basics will not be covered. Effective\, high-speed Internet is also required. \nSpeaker \nBecky Livingston | Owner/CEO\, Penheel Marketing \nWith 20+ years of accounting marketing experience\, Becky Livingston is a seasoned practitioner that embraces learning and knowledge sharing. As a veteran college professor\, her courses focus on interactivity\, idea sharing\, and learning in a fun environment. Additionally\, over the past 13 years\, she has written four accounting marketing-related books and presented at dozens conferences and webinars. She also writes a monthly marketing blog for CPA Practice Advisor\, plus a quarterly article for NJ CPA Magazine. In 2024\, she was recognized as a Top 25 Accounting Influencer by Ace Cloud Hosting. Becky is also a 13+ year active AAM member. You can follow Beck’s marketing agency\, Penheel Marketing\, on Facebook\, LinkedIn\, YouTube\, Instagram\, and Pinterest.
URL:https://accountingmarketing.org/event/aam-learning-lab-advanced-canva-hacks-i-wish-i-knew-sooner/
CATEGORIES:Training,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250918T130000
DTEND;TZID=America/Kentucky/Louisville:20250918T140000
DTSTAMP:20250902T183146Z
CREATED:20250826T144641Z
LAST-MODIFIED:20250902T183146Z
UID:9627-1758200400-1758204000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Rebrand Secrets: Lessons for Marketing Leaders from Award-Winning Rebrands
DESCRIPTION:Go beyond the glossy logos and brand guidelines. In this candid interview-style webinar\, marketing leaders Becca John’s (formerly of Rea) and Jeshanah Fox of Brown Plus pull back the curtain on their award-winning rebrands. Learn how they made the case for change\, navigated internal politics\, and turned bold branding decisions into firm-wide success stories. \nPresented and facilitated by the storied brand consultancy\, Resound\, this 60-minute webinar will help firms of all sizes as they navigate the decisions and processes needed to transform their brands for the modern era. \nWhether you’re considering a full rebrand or just looking to tweak your firm’s positioning\, messaging\, or look\, learn from the best. Come join the conversation! \nSpeakers\nMike Jones | Resound Creative \nMike is an award-winning brand consultancy owner\, author\, speaker\, and strategist\, helping accounting firms make their brands remarkable with authentic identity and storytelling. When he’s not doing all that jazz he’s building LEGO with his kids\, reading a history book\, or drinking a good cup of coffee…sometimes all three at the same time. \n  \nJeshanah Fox | Brown Plus \n\nJeshanah is the Marketing Director at Brown Plus. In her role\, she focuses on aligning the strategic vision of the Firm with marketing initiatives and being the custodian of the brand. She also oversees the Marketing Department at Brown Plus. Beyond her marketing responsibilities\, she is also a key part of the leadership team at the Firm\, assisting with the Firm’s strategic plan and culture initiatives\, as well as being a champion of increasing the Firm’s initiatives to drive change in the Firm.\n\n\n\n\nBecca Johns | Becca Johns Consulting (Formerly of Rea & Associates) \nBecca Johns is the owner of Becca Johns Consulting\, where she helps accounting & advisory firms navigate growth and marketing strategy with clarity and confidence. She formerly led the marketing & growth function at a top 100 advisory & accounting firm\, where she led firmwide marketing strategy initiatives. She most recently spearheaded a full rebrand and website launch\, guiding the process from internal buy-in through execution. She has been an AAM member and volunteer for 20 years\, including serving as President of the Board from 2020-2021 and is a member of AAM’s Hall of Fame.
URL:https://accountingmarketing.org/event/aam-high-webinar-rebrand-secrets-lessons-for-marketing-leaders-from-award-winning-rebrands/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250917T140000
DTEND;TZID=America/Kentucky/Louisville:20250917T144500
DTSTAMP:20250827T134512Z
CREATED:20250110T163012Z
LAST-MODIFIED:20250827T134512Z
UID:8901-1758117600-1758120300@accountingmarketing.org
SUMMARY:Virtual Campfire: Strategic Expansion
DESCRIPTION:Ready to take your firm to the next level? Join our roundtable to explore the exciting opportunities of strategic expansion. We’ll dive into best practices for adding new service offerings and expanding into new geographies. Learn how to identify growth opportunities\, manage risks\, and implement successful expansion strategies. This interactive session is perfect for marketing leaders eager to drive their firm’s growth and share insights with peers. Don’t miss out on this chance to expand your horizons. \nSMEs \nSuzanne Reed | CMO | LBMC \nCurrently\, Suzanne Reed is CMO for LBMC\, the #1 professional services firm in TN.  A recognized marketing strategist and Chief Marketing Officer of the year finalist\, Suzanne has more than 30 years of experience in the professional and financial services industry. \nSuzanne’s an accomplished B2B/B2C Marketing Executive with experience at Fortune 500 companies and a proven record of success in identifying and developing business strategy opportunities\, driving growth and overall client engagement for multi-state\, multi-service operations. \nShe provides visionary marketing leadership that motivates teams to high-levels of performance that exceed financial targets. As a business leader with a proven track record of enhancing brand equity and revenue\, Suzanne champions growth by using an integrated approach to marketing and sales that produces profitable results while advocating for the client.   She has led digital transformations for national financial and professional organizations and is skilled at managing change throughout the full life cycle. She thrives in dynamic environments requiring a strong analytic\, quantitative\, and strategic operational focus. And is an adopter of using AI to make marketers stronger\, better and faster but never to replace a client centric strategy. \nShe has been an adjunct professor of Marketing at Vanderbilt University and Belmont University as well as serves as an advisory board member on the University of South Florida Digital Marketing Executive Certification Program. \nTara Davis | National Marketing Director | Sorren \nTara Davis is the National Marketing Director at Sorren. With more than 16 years of marketing experience\, including 11 years in the accounting industry\, Tara leads firmwide marketing strategy\, focusing on brand growth\, innovation\, and alignment with Sorren’s strategic goals. She drives both national and regional campaigns from concept to execution\, ensuring consistency across all digital platforms and marketing communications. Tara is passionate about storytelling\, strategic planning\, and fostering a collaborative\, high-performing team. She’s especially focused on developing talent\, building culture\, and enhancing the firm’s presence in key markets. As Sorren continues to grow\, Tara plays a critical role in elevating the brand and positioning the firm as a leader in the industry. \nBased in Idaho\, Tara is an explorer at heart. She enjoys discovering new places to camp with her family. She once backpacked through Europe\, where Switzerland remains a favorite destination. Tara and her husband\, Will\, have known each other since ninth grade and now share life with their two young daughters. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-strategic-expansion/
CATEGORIES:Virtual Campfire
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Virtual-Campfire-500-pixels.jpg
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250911T130000
DTEND;TZID=America/Kentucky/Louisville:20250911T150000
DTSTAMP:20250815T133437Z
CREATED:20250618T170504Z
LAST-MODIFIED:20250815T133437Z
UID:9505-1757595600-1757602800@accountingmarketing.org
SUMMARY:Learning Lab: Designing a Website that Looks Good and Generates Quality Leads
DESCRIPTION:Course Overview: \nIn this session\, learn how Kernutt Stokes took their generic\, clunky\, and inconsistent website and transformed it into a more modern\, visually appealing site that drives qualified people to the site and gets them to contact the firm via contact forms\, email\, or phone. \nYou’ll learn what went into the planning\, design\, and development of the new site and what led to an increase of more than 50% visitors to the new site and an increase of more than 350% of contact conversions in the first 12 months. In addition\, you’ll walk away with tips for how to use a redesigned website to restructure your Google Ad and LinkedIn ad campaigns to drive better qualified traffic to your site. \nThe new Kernutt Stokes website not only brought in the highest percentage of new\, organic growth leads in its first 12 months\, it was also recognized with AAM’s Achievement in Marketing Award for Website (budget <$49\,999). \nWhat you will gain:\n\nIdentifying the “why” behind your website.\nKey factors to consider for planning\, designing\, and launching a website that looks good AND draws in the right visitors.\nLearn how to drive the right traffic to your website for quality leads and conversions using Google and LinkedIn.\n\nInstructor\n \nAmy Delaney | Director of Marketing & Business Development\, Kernutt Stokes \nI oversee and manage all of Kernutt Stokes’ marketing and business development strategies and plans\, as well as our annual KS Marketing Academy. I love what I do and find true enjoyment in helping my coworkers succeed so they can in turn help their clients be successful. I bring passion\, enthusiasm\, and a competitive spirit with me\, especially when it comes to brand strategy\, creating opportunities for the firm and its staff\, and all things marketing. \nPrior to being hired in 2020\, my firm did not have a dedicated marketing position. Since I began\, growth and revenue have significantly increased. During our 2023-2024 fiscal year\, 21% of new\, organic growth came from marketing led/supported initiatives; 33% in 2022-2023. I directed the development\, strategy\, and launch of our redesigned website in 2023. In 2024\, we received AAM’s Achievement in Marketing Award for Website (budget <$49\,999). \nI have over 20 years of experience in the professional services sector\, including more than 14 years for a commercial bank where I was the vice president and marketing director. I was previously licensed as a Certified Financial Marketing Professional (CFMP).
URL:https://accountingmarketing.org/event/learning-lab-designing-a-website-that-looks-good-and-generates-quality-leads/
CATEGORIES:Training,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250910T140000
DTEND;TZID=America/Kentucky/Louisville:20250910T150000
DTSTAMP:20250718T130645Z
CREATED:20250626T124845Z
LAST-MODIFIED:20250718T130645Z
UID:9510-1757512800-1757516400@accountingmarketing.org
SUMMARY:DEI Webinar: Inclusive Events\, Stronger Brands: Safeguarding Your Brand and Your Guests
DESCRIPTION:Every event you host is a reflection of your brand\, and every detail matters. In this engaging session packed with real-world stories\, Tracy Stuckrath will guide you through the critical considerations for making your firm’s events safer\, more inclusive\, and more aligned with your brand promise. \nFrom ADA compliance and allergy accommodations to event crisis prevention\, learn what your team needs to know (and do) to protect attendees\, avoid legal pitfalls\, and deliver on your firm’s commitment to diversity and belonging. You’ll leave with tangible takeaways to elevate both the attendee experience and your marketing impact. \nSpeaker\nTracy Stuckrath | Founder and Chief Connecting Officer\, thrive! meetings & events \nFounder and Chief Connecting Officer of thrive! meetings & events\, Tracy Stuckrath is an expert in inclusive food practices that align with DEI and ADA standards. She’s a sought-after speaker who educates organizations and professionals on how food and beverage choices can positively impact employee well-being\, reduce legal risks\, and enhance workplace culture. \nAs an award-winning event planner\, podcast host (Eating at a Meeting)\, international speaker\, author\, consultant\, and industry activist\, she’s passionate about inclusive F&B that satisfies everyone’s dietary needs and leaves no one hungry at the table. \nShe’s spoken to audiences on five continents\, interviewed more than 300 food & beverage experts for her podcast\, and written for Allergic Living\, HR.com Employee Benefits & Wellness\, Article Weekly\, Inside Business Journal\, Meetings Today\, Restaurant Informer\, Plan Your Meetings\, MeetingsNet\, and Convene. \nA graduate of NC State University\, Tracy spends her spare time taking her nieces and nephew on experience trips\, driving her MINI Cooper convertible with the top down\, traveling\, and talking to strangers.
URL:https://accountingmarketing.org/event/dei-webinar-inclusive-events-stronger-brands-safeguarding-your-brand-and-your-guests/
CATEGORIES:Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250909T113000
DTEND;TZID=America/Kentucky/Louisville:20250909T123000
DTSTAMP:20250113T192903Z
CREATED:20250113T192837Z
LAST-MODIFIED:20250113T192903Z
UID:8920-1757417400-1757421000@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-sept-2025/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250904T110000
DTEND;TZID=America/Kentucky/Louisville:20250904T120000
DTSTAMP:20250808T153903Z
CREATED:20250808T153903Z
LAST-MODIFIED:20250808T153903Z
UID:9603-1756983600-1756987200@accountingmarketing.org
SUMMARY:AAM Panel Discussion: Growth with Intent: Shaping Your Firm’s Growth Culture Point of View
DESCRIPTION:Firms aren’t talking about if they intend to grow. It’s how they are going to grow.  One look at the headlines will tell you that no two firms are alike: from hiring growth officers\, to pursuing outside investment\, to changing go-to-market models. \nThe biggest question is this: does your firm have a distinct “growth culture point of view” that is your north star? For many firms\, this is an entirely new concept. For others\, they may have pieces of their point of view\, but not a cohesive approach. \nIf you’re in growth\, marketing\, or business development\, this is an initiative you’ll need to play a role in or lead your firm through. \nJoin this panel of growth leaders who are on this journey. They’ll share their insights on creating a growth culture point of view\, its impact on firm growth\, and how you can play a leadership role. \nThe conversation will include: \n\nDefining growth culture point of view and how it impacts a firm’s success\, especially right now\nKey elements necessary to create your point of view\nThe collaboration of marketing\, growth\, and business development functions in this work\nPractical steps for firms just beginning their journey\, plus strategies for experienced firms to continue evolving\n\nPanelists \nNikki Burgeson | Director of Sales & Business Development\, Rehmann \nNikki is a dynamic and results-driven leader with a passion for solving complex challenges and delivering measurable outcomes. Known for her tenacity\, accountability\, and energetic approach\, Nikki plays a pivotal role in driving Rehmann’s business development and growth strategies. In close partnership with the Chief Growth Officer\, she fosters a culture of innovation and success across the firm. \nOver the past decade at Rehmann\, Nikki has been instrumental in expanding the firm’s client base and strengthening relationships with existing clients—contributing to significant year-over-year growth. \nWith more than 20 years of experience in sales and business development\, Nikki brings strategic insight and practical solutions to meet the evolving needs of clients. Her leadership is a cornerstone of Rehmann’s commitment to client success and long-term value creation. \n  \nRob Lightman | Director of Business Development\, Withum \nRobert Lightman is a Principal and the Director of the Business Development team for Withum. For over three decades Rob has leveraged his network to work exclusively as a business development executive in accounting firms. Prior to joining Withum\, Rob worked in the Philadelphia office of PwC as a Business Development Executive in the Private Company Services practice. Prior to that\, he worked at Andersen\, LLP as a Technology Sales Consultant with AATTE (Arthur Andersen Tax Technology Enterprise). In addition to his sales consulting role\, Rob held other positions with Andersen such as a Technology Consultant with AATTE\, and as a Tax Accountant. \nRob\, as the leader of the Business Development (BD) Team\, plays a pivotal role. He collaborates with each team member to craft strategic approaches for acquiring new client relationships. Additionally\, Rob spearheads the outside sales efforts\, overseeing the sales process and establishing connections with both prospects and existing clients. His close collaboration with the firm’s partners and marketing professionals ensures the successful deployment of tactical programs. These programs empower the BD Team to engage targets effectively\, secure appointments\, and maintain ongoing communication. \nRob is a graduate of Fairleigh Dickinson University\, Madison\, NJ\, earning a bachelor’s degree in accounting. He was the Past Board President of the Philadelphia chapter of Financial Executives International (FEI). In addition to his board seats\, he is active at the Union League in Philadelphia\, the New Jersey and Philadelphia chapters of the Association for Corporate Growth (ACG)\, the Philadelphia Chamber of Commerce\, the Chamber of Commerce   Southern NJ\, and Greater Philadelphia Alliance for Capital & Technologies (PACT)\, and in his free time he loves playing golf and spending time with his wife and 5 daughters. \nAt his core\, he is a connector\, a resource and a trusted networker who freely uses his network to serve others and helping them succeed. People in his network ask him for help with accounting and consulting\, job opportunities and many other inquiries. \nAngel Morgan | Chief Business Development Officer\, Cherry Bekaert Advisory\, LLC \nAngel is an inspiring\, solutions-focused sales leader with a people-first\, anything-is-possible mindset.  Angel has over 20 years of innovating within the professional services and public accounting organizations. As the Chief Business Development Officer for Cherry Bekaert\, she is providing year-over-year explosive growth in surpassing team revenue by over 100%. Cherry Bekaert is a thriving\, rapidly growing private equity-backed top 25 accounting and consulting firm that is committed to making a difference for our people\, clients\, and our community. \nAt Cherry Bekaert\, Angel is focused on reimagining new ways to drive growth in a competitive environment with specific goals towards building a scalable motivated sales function that results in high-performing teams. \n  \nModerator \nAmy Franko\, Sales & Growth Strategist\, Amy Franko Associates \nAmy Franko is a leading voice for growth in professional services. She works with mid-market professional services firms to significantly improve growth through her sales strategy and BD skill development programs. \nHer book\, The Modern Seller\, is an Amazon best seller. She is also recognized by LinkedIn as a Top Sales Voice. \nAmy has been an active member of AAM since 2019\, sponsoring the major firms programs\, speaking at Summit\, and participating in the Business Development Advisory Group and Environmental Scanning Council. \n  \n\nAudience \nThis session is designed for firms of all sizes but will be especially relevant to small and mid-sized organizations. This is ideal for growth functions: \n\nGrowth leaders/officers\nMarketing leaders/officers\nBD practitioners\nMarketing practitioners
URL:https://accountingmarketing.org/event/aam-panel-discussion-growth-with-intent-shaping-your-firms-growth-culture-point-of-view/
CATEGORIES:Virtual
ATTACH;FMTTYPE=image/jpeg:https://accountingmarketing.org/wp-content/uploads/2022/07/Webinar-500-pixels.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250827T130000
DTEND;TZID=America/Kentucky/Louisville:20250827T140000
DTSTAMP:20250723T161808Z
CREATED:20250723T153637Z
LAST-MODIFIED:20250723T161808Z
UID:9554-1756299600-1756303200@accountingmarketing.org
SUMMARY:AAM High! Webinar: From Ideation to Implementation: Starting a CX Program from the Ground Up
DESCRIPTION:Client Experience (CX) isn’t just a buzzword; it’s a powerful differentiator. A strong CX strategy drives client loyalty\, improves retention\, increases profitability\, and enhances competitive positioning. So\, when firm leadership starts talking about CX\, what comes next? \nJoin us for a practical\, action-focused session on how to launch a CX program at your firm. While there’s no one-size-fits-all model\, we’ll explore the core elements of effective CX frameworks through two real-world examples: PBMares\, where CX is led by the marketing team\, with insights from Julia Germeyer\, Director of Marketing\, and Herbein + Co.\,  where CX is a full-time role\, with insights from Ryen Salo\, CX Manager. \nOur speakers will share their firms’ approach to CX\, KPIs to track\, success stories\, lessons learned\, and things to think about as you navigate these conversations at your firm. Leave the webinar feeling energized and ready to tackle your own CX program! \nSpeakers \n \nJulia Germeyer| Director of Marketing\, PBMares\, LLP \nAfter brief stints in higher education and legal marketing\, Julia has spent most of her career in accounting marketing\, having worked both in-house and as a consultant. In 2023\, she joined PBMares\, a Top 100 firm headquartered in Newport News\, VA with locations across Virginia\, North Carolina\, and Maryland. In her current role\, Julia manages the firm’s digital marketing\, content strategy\, and client experience programs. \nJulia co-leads AAM’s CX Circle and volunteers on the Virtual Education Committee. She serves as President of the Board for the Professional Services Marketing Association (PSMA) of Western Pennsylvania\, an organization she has been part of since 2009. Julia is a past Summit speaker\, and in July 2024 spoke at CXFS\, a conference for CX in financial services. \nJulia recently relocated from Pittsburgh\, PA to coastal Virginia. Outside of work\, she enjoys spending time with her family\, exploring the outdoors\, and traveling. \nRyen Salo | CX Manager\, Herbein + Co.  \nRyen Salo is a seasoned client experience leader with over a decade of experience in the B2B SaaS industry. Currently serving as the Client Experience Manager at Herbein + Company\, Inc.\, she leverages her extensive background to enhance client relationships and drive growth in the accounting and advisory space. \nPrior to joining Herbein\, Ryen held the position of Director of Customer Success at ClearlyRated\, a leading CX platform for B2B and professional service firms. In this role\, she was instrumental in fostering environments where team members could thrive\, leading to improved client satisfaction. Her commitment to empathy\, proactive problem-solving\, and strategic insight has consistently resulted in high Net Promoter Scores and positive client feedback throughout her career. \nA graduate of George Fox University\, Ryen holds a bachelor’s degree in organizational leadership & management with a minor in project management. \nWhen she’s not working\, Ryen enjoys dinner parties with friends\, a good book\, and spending time with her husband and six year old son.
URL:https://accountingmarketing.org/event/aam-high-webinar-from-ideation-to-implementation-starting-a-cx-program-from-the-ground-up/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250820T140000
DTEND;TZID=America/Kentucky/Louisville:20250820T144500
DTSTAMP:20250807T183926Z
CREATED:20250110T162447Z
LAST-MODIFIED:20250807T183926Z
UID:8898-1755698400-1755701100@accountingmarketing.org
SUMMARY:Virtual Campfire: The Art of the Pivot: Responding to Hot Topics
DESCRIPTION:From monumental tax code changes to shifting regulatory priorities\, accounting firms are under increasing pressure to react quickly. In this month’s virtual campfire\, we’ll explore how marketing leaders can master the art of the pivot when the landscape suddenly shifts. Whether it’s new legislation\, emerging client concerns\, or headline-making news\, we’ll discuss how to stay relevant\, add value\, and lead with confidence. Join us for a practical\, peer-driven conversation on turning disruption into opportunity. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel
URL:https://accountingmarketing.org/event/virtual-campfire-sales-and-marketing-outbound/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250814T130000
DTEND;TZID=America/Kentucky/Louisville:20250814T140000
DTSTAMP:20250721T144821Z
CREATED:20250721T144821Z
LAST-MODIFIED:20250721T144821Z
UID:9550-1755176400-1755180000@accountingmarketing.org
SUMMARY:AAM High! Webinar: Unlock Your Marketing Budget: Data-Driven Insights to Empower Accounting Marketers
DESCRIPTION:Are you looking to gain your leadership’s trust and secure more marketing dollars for growth? Join Austin McNair and Will Casserly for an engaging webinar\, presented in partnership with Hinge and the Association for Accounting Marketing. \nThis session dives into the results from the 2025-2026 AAM Marketing Budget Benchmark Study\, revealing a pivotal finding: High Growth accounting firms invest\, on average\, twice the percentage of revenue on marketing compared to all other firms. This powerful data from this report provides the evidence you need to transform your marketing from an expense to a strategic investment in the eyes of firm leadership. \nIn this webinar\, you’ll gain: \n\nEvidence for Investment: Learn how to leverage the study’s core finding – that high-growth firms spend significantly more on marketing – to advocate for increased budget.\nStrategic Spending Priorities: Discover where leading firms are allocating their marketing dollars\, including greater investment in regional/local initiatives\, conferences and client events\, video production\, and employer branding/recruitment.\nActionable Insights: Get practical guidance on how to present these key findings to your firm’s partners and c-suite\, demonstrating clear ROI and growth potential.\n\n \nWill Casserly | Hinge\, Managing Director \nWill Casserly is a Managing Director at Hinge\, specializing in helping accounting and financial services clients achieve their strategic\, brand visibility\, and growth objectives. He brings over 30 years of business development experience\, encompassing in-house marketing\, agency work\, communications\, media and public relations\, design and more. \nAustin McNair | Hinge\, Marketing Lead \nAustin McNair is the marketing lead at Hinge where he helps guide clients through the complexities of modern marketing. Central to Hinge’s research and content marketing strategy\, Austin is also the host of Hinge’s new podcast Spiraling Up.
URL:https://accountingmarketing.org/event/aam-high-webinar-unlock-your-marketing-budget-data-driven-insights-to-empower-accounting-marketers/
CATEGORIES:AAM High Webinar
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250724T130000
DTEND;TZID=America/Kentucky/Louisville:20250724T143000
DTSTAMP:20250611T160841Z
CREATED:20250611T160841Z
LAST-MODIFIED:20250611T160841Z
UID:9495-1753362000-1753367400@accountingmarketing.org
SUMMARY:Learning Lab: From Lead to Client: Mastering Lead Qualification & Lifecycle Management
DESCRIPTION:Course Overview: \nThis training program provides a step-by-step approach to qualifying Sales Qualified Leads (SQLs)—those who proactively reach out via phone or submit a “Contact Us” form. By focusing on high-intent inquiries\, participants will learn best practices for qualifying\, identifying\, tracking\, and nurturing leads using a balanced mix of technology and personal interaction. \nThe course emphasizes seamless collaboration across departments\, structured communication\, and robust qualification frameworks to ensure that only truly qualified and engaged prospects advance to firm leaders. \nWhat you will gain:\n\nUnderstand the difference between a prospect\, lead\, a marketing qualified lead (MQL) and a sales qualified lead (SQL)\nLearn to structure an effective SQL qualification process to prevent unqualified leads from reaching firm leaders.\nUnderstand the role of business development and marketing in the sales cycle.\nDiscover how to leverage technology (CRM\, automation\, and robust forms) to streamline lead tracking and communications.\nImprove responsiveness and engagement to boost conversion rates.\nTechniques for nurturing qualified leads\nCreate scalable processes for firms of different sizes.\nIdentify key metrics and tracking strategies to measure lead conversion and marketing effectiveness.\n\nSpeaker\nStacy Dreher | Chief Growth Officer\, James Moore & Co. \nI began my journey in professional services sales and marketing in 2006 in the legal industry\, where I led a growth team at a boutique nationwide firm responsible for bringing in all new business. In 2014\, I transitioned into public accounting as a marketing manager and have since grown into multiple roles\, now serving as the Chief Growth Officer. In this role\, I oversee marketing\, business development\, and segment growth initiatives\, driving firm growth while ensuring that our strategies align with the firm’s long-term vision. \nMy approach to leadership focuses on turning challenges into opportunities—whether that’s enhancing our competitive position\, leveraging technology\, or refining sales and digital marketing strategies. By working closely with firm leadership\, I strive to ensure we not only meet but exceed our growth objectives by building a high-performing team\, driving strategic initiatives\, and adapting to the ever-changing landscape of the accounting industry.
URL:https://accountingmarketing.org/event/learning-lab-from-lead-to-client-mastering-lead-qualification-lifecycle-management/
CATEGORIES:Training,Virtual
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250716T140000
DTEND;TZID=America/Kentucky/Louisville:20250716T144500
DTSTAMP:20250408T142946Z
CREATED:20250110T161331Z
LAST-MODIFIED:20250408T142946Z
UID:8890-1752674400-1752677100@accountingmarketing.org
SUMMARY:Virtual Campfire: Podcasting for Leads
DESCRIPTION:Discover how podcasting can become a powerful tool for generating leads in the accounting industry. In our next roundtable\, we’ll explore the best practices for creating engaging content\, building a loyal audience\, and converting listeners into clients. This session is perfect for marketing professionals looking to leverage the growing popularity of podcasts to drive business growth. Join us for an insightful discussion and share your experiences with fellow leaders. \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett\n\nSME \nBlake Oliver\, CPA\, is the founder and CEO of Earmark\, an app that offers NASBA-approved CPE for listening to your favorite accounting and tax podcasts. He co-hosts The Accounting Podcast\, a Top 25 Business News show on the Apple charts and the most popular podcast for accountants and bookkeepers worldwide. He has been named one of Accounting Today’s top 100 most influential people and recognized as one of CPA Practice Advisor’s “40 Under 40” in the accounting profession. Blake lives in Scottsdale\, Arizona\, where he enjoys hiking\, swimming\, and cycling.
URL:https://accountingmarketing.org/event/virtual-campfire-podcasting-for-leads/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250708T113000
DTEND;TZID=America/Kentucky/Louisville:20250708T123000
DTSTAMP:20250113T192717Z
CREATED:20250113T192639Z
LAST-MODIFIED:20250113T192717Z
UID:8918-1751974200-1751977800@accountingmarketing.org
SUMMARY:New Member Welcome Call
DESCRIPTION:So you’ve joined the Association for Accounting Marketing… Now what? \nJoin us for an open discussion about what it means to be an AAM member at our New Member Welcome! \nThis call will provide an opportunity for you to: \n– Connect with other new members\n– Review member benefits\n– Learn about AAM Connect\, the online members only platform which offers a wealth of tools and information\n– Ask questions and have an open discussion \nWe look forward to connecting with you!
URL:https://accountingmarketing.org/event/new-member-welcome-july-2025/
CATEGORIES:New Member Welcome Call
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250618T140000
DTEND;TZID=America/Kentucky/Louisville:20250618T144500
DTSTAMP:20250609T185232Z
CREATED:20250110T161520Z
LAST-MODIFIED:20250609T185232Z
UID:8892-1750255200-1750257900@accountingmarketing.org
SUMMARY:Virtual Campfire: Key Takeaways from AAM Summit
DESCRIPTION:Join us to unpack the key takeaways from this year’s annual Summit. This discussion will revolve around lessons learned\, the strategic goals we set for the conference\, and most importantly\, how we can implement these innovative ideas within our firms. It’s an opportunity to share experiences\, discuss our collective learning\, and explore actionable steps to integrate these newfound strategies into our everyday marketing practices. Let’s come together to translate our Summit experiences into tangible benefits for our firms and clients. \nSpeakers:  \nKristen Lewis \nKristen Lewis is the Managing Director of Strategic Growth for Industries and Markets at EisnerAmper. With nearly 25 years of experience in professional services marketing\, Kristen is responsible for firm-wide strategic initiatives such as go-to-market planning\, marketing sales enablement\, and M&A integration growth onboarding. She works to design and implement strategic growth initiatives\, build strong niche practices\, foster a positive marketing culture\, pursue strategic alliances\, and help develop the firm’s next generation of market leaders. \nBonnie Buol Ruszczyk \nBonnie Buol Ruszczyk (like “rustic” without the “t”) is a Cornell-certified DEI consultant\, and owner of the Accounting MOVE Project\, the only annual benchmarking research and advocacy report that equips accounting firms to detect\, develop and drive competitive advantages from diversity initiatives and trends. She is also a marketing consultant with bbr companies where she provides strategic guidance\, project management and serves as an outsourced marketing director for firms that don’t need that resource full-time. Finally\, she is also co-owner of Rally Rounds mastermind groups which provides support\, ideas\, and accountability for accounting growth professionals. She has served the accounting profession since 2007 and has been named as one of Accounting Today’s Top 100 Most Influential People in Accounting six times. \nFacilitators: \n\nAlyson Fieldman\, Stambaugh Ness\nKelsey Brewer\, McGuire Sponsel\nSunny Ricks\, Warren Averrett
URL:https://accountingmarketing.org/event/virtual-campfire-key-takeaways-2025-summit/
CATEGORIES:Virtual Campfire
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250617T140000
DTEND;TZID=America/Kentucky/Louisville:20250617T150000
DTSTAMP:20250508T205520Z
CREATED:20250508T190336Z
LAST-MODIFIED:20250508T205520Z
UID:9386-1750168800-1750172400@accountingmarketing.org
SUMMARY:AAM DEI Webinar: Navigating the Internal and External Challenges of DEI Communications
DESCRIPTION:The Diversity\, Equity\, and Inclusion (DEI) communications landscape has undergone a significant transformation over the past year. Previously considered a standard component of corporate social responsibility\, DEI communications have become a politically charged issue. Increasing government regulations\, legal challenges\, and public scrutiny have transformed DEI communications into a high-risk endeavor. Consequently\, accounting marketers are struggling with how to talk about DEI\, rebranding DEI programs at their firms\, figuring out how to manage DEI programs being cut\, updating and customizing proposal language\, and the list goes on… Many accounting marketers are experiencing frustration on how to continue the programs that are so meaningful and important while also navigating the changing perspectives of firm leadership\, team members\, clients\, and prospects. Cass Bailey\, CEO of Slice Communications will host a discussion that will examine various approaches\, best practices\, and case studies to provide participants with actionable insights applicable to their present and future work. \n  \nSpeaker \nCassandra Bailey | Founder and CEO\, Slice Communications \nCassandra (Cass) M. Bailey is the CEO of Slice Communications\, the founder and current Chairwoman of Social Media Day\, Inc.\, and the creator of the “My Mom Is…” children’s book series.  She has been working in marketing communications for more than 20 years and has authored two books on the subject: Pay Attention! and Social Media is About People. She believes that integrated public relations\, social media\, and email marketing efforts are critical for growing businesses and non-profits looking to accomplish their goals. \nWith a background in international politics\, economics\, and philosophy\, communications has become her passion and she has been tapped by various industry associations and the media to share her insights and experiences.  She has appeared on Good Morning America\, CBS This Morning\, and The Today Show and has written for\, or been quoted in\, Forbes\, Philadelphia Magazine\, Black Enterprise Magazine\, TheNextWeb\, and a number of other publications.  Cass has also been named as a Rising Star by the Women’s Business Enterprise National Council (WBENC) and received the Brava award from Philadelphia Smart CEO. \nCass is deeply involved with her community and has served on boards for the Entrepreneurs’ Organization of Philadelphia; Business Leadership Forum at The Union League of Philadelphia; Small Business Board at the Greater Philadelphia Chamber of Commerce; Tree House Books; Pennsylvania 30 Day Fund; and Hopeworks.  Cass graduated from The Catholic University of America with a degree in international politics\, economics and philosophy.  Additionally\, she has completed programs in business education from the Goldman Sachs 10\,000 Small Businesses Program and WBENC Executive Program at the Tuck School of Business.
URL:https://accountingmarketing.org/event/aam-dei-webinar/
CATEGORIES:Training
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BEGIN:VEVENT
DTSTART;TZID=America/Kentucky/Louisville:20250612T130000
DTEND;TZID=America/Kentucky/Louisville:20250612T140000
DTSTAMP:20250610T122050Z
CREATED:20250508T185011Z
LAST-MODIFIED:20250610T122050Z
UID:9383-1749733200-1749736800@accountingmarketing.org
SUMMARY:Business Development Roundtable: Redefining Growth – How BD and Marketing Leaders Drive Results Through Coaching
DESCRIPTION:Outline:\n\nReframing coaching: a strategic growth capability\, not a soft skill\nThe coaching mindset: Coaching vs. managing vs. mentoring\nDesigning a scalable internal coaching model\nThe role of firm leaders\nFrom Insight to Impact: Turning coaching into measurable growth \n\nLearning objectives: \n\nDefine coaching’s role in driving growth\nDistinguish coaching from managing or mentoring\nIdentify key traits of effective internal coaches\nExplore ways to embed coaching into firm culture\nDiscover steps to scale coaching beyond one-offs\n\nSpeakers \n\nBob Silvy | Level Four Consulting \nI help sales professionals perform at their best. Over the years\, I’ve had the privilege of coaching and mentoring hundreds of sellers across the country\, bringing a hands-on\, practical approach to sales training and leadership. \nI know what it’s like to be in the trenches. I’ve sold directly to the C-Suite and led consultative sales teams that consistently hit—and exceeded—their numbers. That experience shapes the way I work with clients today. \nAs a consultant to accounting and law firms\, I partner with leaders to create tailored strategies that drive growth and measurable results. I’m especially passionate about building high-performing sales cultures and aligning sales and marketing efforts to work smarter\, not harder. \nFor more than 15 years\, I’ve been involved with the Association for Accounting Marketing and the Legal Marketing Association\, learning from top marketing\, business development\, and growth leaders. \nNow\, as Managing Director of Level Four Consulting\, based in Kansas City and working with firms nationwide\, I provide coaching and training that helps accounting and law firms boost their business development results—and turn growth goals into reality. \n 
URL:https://accountingmarketing.org/event/business-development-roundtable-from-marketers-to-mentors-why-accounting-professionals-must-embrace-coaching/
CATEGORIES:Business Development Roundtable
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